Podcast: Important Phrases to Listen for During M&A Conversations
When you’re talking to another party about a merger or acquisition (M&A), there are going to be things you want to hear and things that...
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- Feb 28, 2019
- 1 min
4 Pushbacks in Many CPA Firm Mergers
Two CPA firms are talking. They're having very amicable conversations about doing a merger deal or an acquisition. Then, despite these...
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- Feb 5, 2019
- 1 min
Look Ahead: Major Changes in Accounting Firm M&A
Merger and acquisition (M&A) activity among accounting firms has been very prevalent over the past 5 to 10 years. To get a handle on...
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- Jan 8, 2019
- 2 min
Deal or No Deal? There Is More to M&A Than Negotiating.
Since accountants are so comfortable delving into numbers, it should perhaps be no surprise that, in conversations about firm transfers,...
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- Dec 4, 2018
- 1 min
Optimum Strategies Advises on DunlapSLK Firm Merger
Dunlap & Associates PC, in Chalfont, PA, and Seitz, Leatherman & Kolb LLC, in Montgomeryville, PA, are joining forces to create...
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- Nov 26, 2018
- 1 min
How Tax Season Affects M&A
For CPA tax practitioners, two general concerns weigh upon the minds of those nearing the time for an exit to retirement: tax season and...
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- Sep 26, 2018
- 1 min
2 Unexpected Ways to Get Ready for Tax Season: Assess Ownership and M&A Readiness
CPA firms need to run at peak during tax season. But how do you best get prepared for the busiest season before it starts? Many firm...
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- Jun 20, 2018
- 1 min
Life After Closing: The Essentials of Living Happily Ever After
Mergers and acquisitions are much like any other marriage. While the courting and planning are exciting stages, the success of the match...
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- Jun 8, 2018
- 3 min
Managing the Fears of CPA Practice Transition
Whether it’s a merger, acquisition, or succession, a successful firm transition requires many factors to align properly. While firm...
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- Jun 4, 2018
- 1 min
Podcast: Getting Ready for the M&A Negotiating Table
When entering into merger and acquisition (M&A) discussions, CPA firms tend to focus on valuation and pricing. But there are many other...
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- May 21, 2018
- 2 min
What's in Your M&A Playbook?
No two deals are the same because no two firms are the same. But there are standard stages and priorities of any deal that will help you...
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- Jan 8, 2018
- 1 min
Herbein Adds Gable Peritz Mishkin
Reading-based Herbein + Company Inc., one of the largest regional accounting firms in Pennsylvania, found the perfect merger partner with...
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- Dec 1, 2017
- 1 min
Glass Jacobson grows reach with acquisition of small Rockville firm
Glass Jacobson Financial Group has acquired a small accounting firm in Rockville, MD, growing its footprint in Montgomery County. Optimum...
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